See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,935 | $175,202-81.2% | $149,673-78.0% | $139,434-76.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.63% | 166.71%-142.1pp | 134.42%-109.8pp | 372.94%-348.3pp |
| Employer contribution / active EE | $3,778 | $5,474-31.0% | $4,818-21.6% | $4,751-20.5% |
| Participant deferral / active EE | $9,351 | $6,519+43.5% | $5,680+64.6% | $6,710+39.4% |
| Admin fee / account holder | $313 | $16,150-98.1% | $13,210-97.6% | $11,403-97.3% |